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Вміст надано Bank Insurance and Securities Association, Bank Insurance, and Securities Association. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Bank Insurance and Securities Association, Bank Insurance, and Securities Association або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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BISA Portfolio Podcast — DE&I Voices: Keeping DE&I Relevant With Heather Hepburn and Jim Nickens

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Manage episode 441621909 series 3396762
Вміст надано Bank Insurance and Securities Association, Bank Insurance, and Securities Association. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Bank Insurance and Securities Association, Bank Insurance, and Securities Association або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

In this episode of the BISA Portfolio Podcast series “DE&I Voices,” guest host Logan Hickman of Nationwide interviews Jim Nickens of InSource, Inc. and Heather Hepburn of Webster Bank. All are members of the BISA Diversity, Equity & Inclusion Committee, a group that inspires member firms to develop an inclusive working environment to improve business results and strengthen our industry.

Listen to the full episode to learn about how Hepburn, Nickens and Hickman are engaging in DE&I conversations and initiatives at their organizations.
About Logan Hickman
Logan Hickman, ChFC®, CLU®, serves as director of advisory annuity distribution for Nationwide. In his role, he leads a team of high-performing sales professionals who are responsible for growing advisory annuity sales within the broker-dealer channel. Hickman is also responsible for helping design and implement long-term sales strategies that align with Nationwide's mission of protecting people, businesses and futures with extraordinary care.

About Heather Hepburn
Hepburn is the managing director of the Wealth Management Operations team at Webster Investments Services, Inc., with responsibility for managing the functions and processes of the back office as well as the relationships with its internal and external business partners. Heather is a leader with expertise in people management and broker-dealer operations. Her oversight includes due diligence, regulatory compliance and operations management. She manages special projects and collaborates with the leadership team on strategic initiatives.

About Jim Nickens
Nickens is president of InSource in Indianapolis, IN., a leading financial solutions partner for banks, broker-dealers and financial professionals across the country. He joined InSource in 2011 after a successful tenure as senior vice president and sales manager for Key Investment Services LLC (KIS) where he was responsible for providing sales leadership to financial advisors in the Eastern New York and Vermont regions. Prior to joining Key, Nickens served as regional investment sales manager and vice president for NatCity Investments, managing a successful team of financial advisors in Indiana and Kentucky. Prior to that position, he was vice president and affiliate sales manager for Fifth Third Securities in Toledo, OH. There he was named Manager of the Year.

BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel.

  continue reading

22 епізодів

Artwork
iconПоширити
 
Manage episode 441621909 series 3396762
Вміст надано Bank Insurance and Securities Association, Bank Insurance, and Securities Association. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Bank Insurance and Securities Association, Bank Insurance, and Securities Association або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

In this episode of the BISA Portfolio Podcast series “DE&I Voices,” guest host Logan Hickman of Nationwide interviews Jim Nickens of InSource, Inc. and Heather Hepburn of Webster Bank. All are members of the BISA Diversity, Equity & Inclusion Committee, a group that inspires member firms to develop an inclusive working environment to improve business results and strengthen our industry.

Listen to the full episode to learn about how Hepburn, Nickens and Hickman are engaging in DE&I conversations and initiatives at their organizations.
About Logan Hickman
Logan Hickman, ChFC®, CLU®, serves as director of advisory annuity distribution for Nationwide. In his role, he leads a team of high-performing sales professionals who are responsible for growing advisory annuity sales within the broker-dealer channel. Hickman is also responsible for helping design and implement long-term sales strategies that align with Nationwide's mission of protecting people, businesses and futures with extraordinary care.

About Heather Hepburn
Hepburn is the managing director of the Wealth Management Operations team at Webster Investments Services, Inc., with responsibility for managing the functions and processes of the back office as well as the relationships with its internal and external business partners. Heather is a leader with expertise in people management and broker-dealer operations. Her oversight includes due diligence, regulatory compliance and operations management. She manages special projects and collaborates with the leadership team on strategic initiatives.

About Jim Nickens
Nickens is president of InSource in Indianapolis, IN., a leading financial solutions partner for banks, broker-dealers and financial professionals across the country. He joined InSource in 2011 after a successful tenure as senior vice president and sales manager for Key Investment Services LLC (KIS) where he was responsible for providing sales leadership to financial advisors in the Eastern New York and Vermont regions. Prior to joining Key, Nickens served as regional investment sales manager and vice president for NatCity Investments, managing a successful team of financial advisors in Indiana and Kentucky. Prior to that position, he was vice president and affiliate sales manager for Fifth Third Securities in Toledo, OH. There he was named Manager of the Year.

BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel.

  continue reading

22 епізодів

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